+40.9%
GAUG vs VOO
+81.3%
-40.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | +0.2% | -1.4% | +1.6% | +0.8% |
| 3M | +2.4% | +3.7% | -1.3% | +0.6% |
| 6M | +6.8% | +13.0% | -6.3% | +0.6% |
| YTD | +7.0% | +12.4% | -5.4% | +1.0% |
| 1Y | +10.2% | +18.6% | -8.4% | +1.4% |
| 3Y | +39.5% | +78.1% | -38.5% | +4.0% |
| All | +40.9% | +81.3% | -40.4% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling